View and Edit Asset Types

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Accounts
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Uptick simplifies the way you manage your customers assets by classifying them to certain asset types. An asset type is a grouping of assets that share a servicing standing (eg. Fire extinguisher, Fire hydrant, etc.). By doing so, you can manage your assets per asset type allowing for better asset management and organisation.

Step 1: To view all asset types, click the cog (Control Panel) in the bottom left corner and select Asset Types under the General Section 

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Here you will see a list of all asset types that could be found within any property and the total assets in each one.mceclip3.png

Step 2: Select an asset type from the list and click View or Edit, depending on what you are trying to do.

a) Click View

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Key details include: 

  • Remark types: A configurable list of all possible defects and common remarks that a technician could encounter whilst servicing a particular type of asset (eg. Access is obstructed).
  • Contractors in place: A list of all the contractors that are associated with servicing a type of asset along with the number of assets allocated to them.
  • Variants: A configurable list of sub-categories for each asset type (eg. Different types of access).

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